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This is very good news for them, since their services revenue looks to be at risk due to antitrust scrutiny.
by darwinwhy 5y ago
This is very good news for them, since their services revenue looks to be at risk due to antitrust scrutiny.
- spsful 5y agoI've never heard of this before. Are you talking about services like Apple pay, arcade, tv+, fitness+, icloud+?
- klelatti 5y agoPresumably App Store fees as the 30% is under scrutiny / threat in lots of jurisdictions.
- Spartan-S63 5y agoThen it's good news they're branching out their services beyond just the App Store commission.
- klelatti 5y agoIndeed. Actually I think the impact will be less than many expect - it’s definitely not going to zero!
- jbverschoor 5y agoYup.. watch out aws, gcp, azure
- usui 5y agoImagine if Apple started making their chips available for use on server platforms, with that power efficiency.
- jbverschoor 5y agoWell, their contracts with AWS should expire in a year or 2. Also, they've used AWS, GCP, and Azure. It only makes sense to migrate to their own cloud. They're already offering Xcode Cloud. The logical step afterwards would be a public cloud. This is where the big money is.
- threeseed 5y agoa) For almost all developers it's 15%. b) It's under scrutiny but the legal consensus being formed is that Apple simply needs to allow links to alternate payment systems. It doesn't need to allow sideloading or offer alternate app stores. c) Some countries are looking at forcing Apple to offer a "choose your phone/mail/calendar app" screen on initial phone purchase which does have precedent and looks far more likely.
- klelatti 5y agoWe’re talking about the impact on Apple here and the large majority of their income will come from developers that are in the 30% tier. Whether it’s another App Store or a link either way will affect Apple’s take through the App Store.
- syspec 5y agoYou keep repeating that, are you trying to will it into existence?
- kube-system 5y agoI think it's factual statement. When regulators are investigating one of your business practices, that is a business risk. https://www.reuters.com/technology/apple-likely-face-doj-antitrust-suit-information-2021-10-25/ https://www.reuters.com/technology/apple-likely-face-doj-ant... https://www.reuters.com/technology/exclusive-eu-antitrust-regulators-charge-apple-over-its-nfc-chip-tech-sources-2021-10-06/ https://www.reuters.com/technology/exclusive-eu-antitrust-re...
- quitit 5y agoI’d say both yes and no - Apple’s now booming services division (which includes the App Store) only started to produce meaningful revenue and profit after introducing a range of ancillary and subscription services. Absolutely agree that any change to their business model will be a hit on their revenue - but I believe people may be grossly over stating how much of Apple’s services division profit is coming from that 15/30% share. Running the app store is easily their most costly service and stable users aren’t in the habit of buying apps - but those people sure are paying their monthlies on iCloud/storage and music. (Also not to forget that apple get a cut from every Apple Pay transaction.)
- colinmhayes 5y agoGoogle just cut their fee by 15%. Apple can't be too far behind.
- threeseed 5y agoApple cut their fee for almost all developers to 15% back in late 2020. https://www.bloomberg.com/news/articles/2020-11-18/apple-to-cut-app-store-fees-in-half-to-15-for-most-developers https://www.bloomberg.com/news/articles/2020-11-18/apple-to-...